Microsoft Viva Sales is a seller experience application that uses Outlook (and Teams) to automatically capture, access, and register data into Dynamics 365 CE (and Salesforce). It eliminates manual data entry and gives sellers more time to focus on selling. By enriching the data set with customer engagement data from Outlook and the power of … Continue reading Making Viva Sales yours
If you own several brands, you often want your email communication to be brand specific - also to the point where sender and social links (e.g., to the brand specific Twitter or YouTube account) are automatically added to the emails. The July release of Dynamics 365 Marketing lets you create a profile for each brand. … Continue reading Brand Profiles in Dynamics 365 Marketing
To improve marketing return on investment, it's important to target the right audience. We can now build segments directly within the real-time marketing area of Dynamics 365 Marketing using the powerful, easy-to-use logic builder that doesn’t require specialized knowledge of complex data structures and logical operators. We can even preview the estimated segment size and … Continue reading New powerful, easy-to-use segment builder in Dynamics 365 Marketing
With this release, the reimagined email editor is further enhanced with precise drag-and-drop interactions, easy selection of elements, columns, or sections, and in-context menu for faster content creation, so you can create pixel-perfect emails in minutes To apply the April release simply update to the latest version, and then navigate to Feature switches (1) and … Continue reading The April Release is Here
Personalizing emails to your contacts can make a difference. Personalization in Dynamics 365 Marketing Outbound is done with field expressions. You can have, at most, two hops (periods) in your field expressions - meaning you can traverse the data model only so far (e.g. from contact to account to account name - but not from … Continue reading Content personalization in Dynamics 365 Marketing real-time
Personalization is more important than ever. Your audience expects you to be personal and relevant. I recently received a question about how we can create dynamic email signatures (or salutations) that not only includes dynamic texts, but also dynamic image(s) - e.g. a picture of the "sender", e.g. the recipients account manager. With the new … Continue reading Personalized signatures in Dynamics 365 Marketing
Many customers have asked for the ability to send attachments with Dynamics 365 Marketing. While this is on the roadmap I'd like to call your attention to recent development in the app. You now have the ability to upload documents to the asset library in Dynamics 365 Marketing real time, and with the February release … Continue reading Upload documents and send download link in Dynamics 365 Marketing
Over the years its been a common push back from sellers, that they found it hard to see why they should bother key in a bunch of data to the CRM app, and really 'get nothing back'. They saw it as monitoring tool more than anything else. With the giant strides AI has taken, things … Continue reading Introduction to Dynamics 365 Sales Insights
The re-introduction of the Quota Limits page in Dynamics 365 Marketing has spurred a little confusion. Especially the phrase "Other orgs". I think the confusion mainly comes down to terminology. How to understand the word "org" (organization) and a "tenant". Our friends at the Azure side of the house works with this definition: "A tenant … Continue reading Understanding the new Quota Limits dashboard
Enabling in-context real-time collaboration can help you speed up so many processes, e.g., approval of the images used on a marketing page in Dynamics 365. Currently there is no configuration options for Embedded Team Chat in Dynamics 365 Marketing. The configuration of Teams Chat takes places in the Sales Hub's App Settings. Once your admin … Continue reading Enabling Teams Chat for your Dynamics 365 Marketing records
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